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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,556 | $78,423-50.8% | $95,964-59.8% | $79,856-51.7% |
| Participation rate | 67.6% | 73.5%-5.8pp | 77.1%-9.4pp | 69.6%-2.0pp |
| Annual return | 21.84% | 19.37%+2.5pp | 91.64%-69.8pp | 31.71%-9.9pp |
| Employer contribution / active EE | $1,955 | $1,945+0.5% | $2,541-23.1% | $2,471-20.9% |
| Participant deferral / active EE | $4,088 | $3,440+18.8% | $4,167-1.9% | $3,741+9.3% |
| Admin fee / account holder | $952 | $5,622-83.1% | $6,797-86.0% | $5,306-82.1% |